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Spdr Ser Tr spdr russel 2000 shares owned by BIP Wealth

Quarter-by-quarter ownership of Spdr Ser Tr spdr russel 2000 (SPSM) shares owned by BIP Wealth from 13F filings

Historical chart of BIP Wealth investment in Spdr Ser Tr spdr russel 2000

Tip: Access up to 7 years of quarterly data

All positions including Spdr Ser Tr spdr russel 2000 held by BIP Wealth consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Spdr Ser Tr spdr russel 2000 by BIP Wealth

Quarter filed Position value Share count Share price at filing
2023-12-31 $1.2M 29k 42.18
2023-09-30 $1.1M 30k 36.90
2023-06-30 $1.4M 37k 38.84
2023-03-31 $1.3M 35k 37.77

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Vanguard Index Fds Total Stk Mkt Etf Etf (VTI)
Ishares Msci Eafe Etf Etf (EFA)
Spdr Portfolio S&p 500 Value Etf Etf (SPYV)
Vanguard Intl Equity Index Fds Tt Wrld St Etf Etf (VT)
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Vanguard Index Fds Vanguard Value Etf Etf (VTV)
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Ishares Russell 2000 Etf Etf (IWM)
Spdr Ssga Ultra Short Term Bond Etf Etf (ULST)
Spdr Portfolio S P 1500 Cmpst St Etf Etf (SPTM)
Ishares Msci Emerging Markets Etf Etf (EEM)
Wisdomtree Emerging Markets Smallcap Dividend Fund Etf (DGS)

View all positions for BIP Wealth

Top funds holding Spdr Ser Tr spdr russel 2000

Charles Schwab Investment Management
Bank of America Corporation
ValMark Advisers
Financial Gravity Wealth
Creative Planning
Horizon Investments
Private Advisor
UBS Group
CWM
Crestwood Advisors
Pnc Financial Services
Congress Wealth Management LLC / DE /
Merit Financial Group
CliftonLarsonAllen Wealth Advisors
Mariner Wealth Advisors

View all funds holding Spdr Ser Tr spdr russel 2000